Overview of Portfolio Manager Window

Use the Portfolio Manager window to manage buyers, sellers, investors, purchases, sales, and samples.

Menu bar: Displays available menu options and commands for the window.
Navigation pane: Displays the navigation for the window. To display information, click a category (for example, Buyers), expand one or more nodes, and then click an item.
Toolbar: Displays options for maintaining information.
Information pane: Display tabs of information for the item selected in the Navigation pane. If more tabs are available, the right-pointing arrow next to the last visible tab is bold. To view the hidden tabs, click the arrow.